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SPDR S&P MidCap 400 ETF Trust

1,226 hedge funds and large institutions have $14.6B invested in SPDR S&P MidCap 400 ETF Trust in 2023 Q4 according to their latest regulatory filings, with 154 funds opening new positions, 330 increasing their positions, 389 reducing their positions, and 60 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
1,226
Holders Change
+74
Holders Change %
+6.42%
% of All Funds
17.97%
Holding in Top 10
68
Holding in Top 10 Change
+6
Holding in Top 10 Change %
+9.68%
% of All Funds
1%
New
154
Increased
330
Reduced
389
Closed
60
Calls
$932M
Puts
$521M
Net Calls
+$411M
Net Calls Change
-$106M
Name Holding Trade Value Shares
Change
Shares
Change %
AFO
776
Arrowroot Family Office
California
$490K -$36K -71 -7%
MC
777
Maren Capital
Illinois
$489K +$489K +964 New
SI
778
Stephens Inc
Arkansas
$486K -$162K -319 -25%
AAS
779
Ameritas Advisory Services
Nebraska
$481K -$632K -1,225 -57%
GIA
780
Gladstone Institutional Advisory
Florida
$480K -$6.6K -13 -1%
CSPIA
781
Cary Street Partners Investment Advisory
Virginia
$479K -$22.8K -45 -5%
VPP
782
Vertex Planning Partners
Illinois
$476K -$13.2K -26 -3%
CCM
783
Canal Capital Management
Virginia
$476K
GT
784
Glenview Trust
Kentucky
$474K +$47.2K +93 +11%
CFB
785
Cullen/Frost Bankers
Texas
$473K
AF
786
Apexium Financial
Texas
$472K +$157K +310 +50%
TRIA
787
Trail Ridge Investment Advisors
Colorado
$471K -$56.8K -112 -11%
HSA
788
HBK Sorce Advisory
Pennsylvania
$471K -$414K -815 -47%
FA
789
Fagan Associates
New York
$470K -$13.2K -26 -3%
TAM
790
Trillium Asset Management
Massachusetts
$467K
CWA
791
Clarus Wealth Advisors
Arizona
$466K +$466K +941 New
SFG
792
SevenBridge Financial Group
Pennsylvania
$465K
CIS
793
Connors Investor Services
Pennsylvania
$464K
TDC
794
Thompson Davis & Co
Virginia
$464K -$81.7K -161 -15%
EWM
795
Empirical Wealth Management
Washington
$459K -$71K -140 -13%
MMPW
796
Mitchell McLeod Pugh & Williams
Alabama
$459K +$507 +1 +0.1%
HWA
797
HCR Wealth Advisors
California
$455K +$455K +896 New
CCFM
798
Clear Creek Financial Management
Washington
$448K -$20.7K -41 -4%
FA
799
Fiduciary Alliance
South Carolina
$445K +$24.8K +49 +6%
CAC
800
Certified Advisory Corp
Florida
$445K -$125K -246 -22%